Known Issues

Discussion List

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  Is cash handling in a Fidelity brokerage account part of the Fidelity issues I see posted?

  Answered Closed Dennis6@ 2.5K views 55 comments 0 points Most recent by ha_amin November 2025Investing (Windows)
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  Merged: One Step updates Hangs

  Closed xjthorn 211 views 0 comments 2 points Most recent by ricochet82 October 2025Download, Add/Update Accounts (Windows)
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  Merrill Lynch not reporting Value properly

  Answered Closed tfhoughton 24 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Download, Add/Update Accounts (Windows)
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  Status Request on "Subcategories: Hide All does not work" - Ticket CTP-13045

  Closed pablomiller 54 views 3 comments 0 points Most recent by Quicken Kristina October 2025Reports (Windows)
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  zzz-Fidelity Updates

  Closed Gary R 53.1K views 1.3K comments 2 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  UPDATED 10/16/25 HealthEquity - CC-501/FDP-101

  Quicken Kristina 1.6K views 2 comments -1 point Most recent by Quicken Anja October 2025Alerts, Online Banking & Known Product Issues
• 
  Investment register went BLANK; recovered by restarting Quicken

  Closed Rx 54 views 1 comment 0 points Most recent by Tom Young October 2025Investing (Windows)
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  Graphics Issues on Multiple Displays - CTP-12046

  Closed DisplacedHoosier 25 views 1 comment 0 points Most recent by Quicken Anja October 2025Reports (Windows)
• 
  Stock sector graphic error

  Closed Bitsmasher 14 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Investing (Windows)
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  "The associated accounts can't update right now. We are investigating the issue" after OSU

  Closed Lampatrick 98 views 3 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
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  Bank of America/Merrill Lynch Issues

  Closed cjim 88 views 1 comment 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Windows)
• 
  CTP-13955 Fidelity Conversion to EWC+ has caused numerous problems. When are fixes expected?

  Closed rspincus 321 views 8 comments 1 point Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Windows)
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  ONGOING 9/30/25 Chase FDP-105 on Quicken Classic for Mac

  Quicken Alyssa 383 views 2 comments 0 points Most recent by Quicken Alyssa September 2025Alerts, Online Banking & Known Product Issues
• 
  Fidelity connection - transactions not downloading [Edited]

  Closed apes 388 views 7 comments 1 point Most recent by Partzhead September 2025Download, Add/Update Accounts (Windows)